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Vanguard Dividend Appreciation ETF

2,482 hedge funds and large institutions have $45.7B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 965 increasing their positions, 922 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $48.1B → $45.7B (-$2.32B)

1.42% less ownership

Funds ownership: 47.56%46.15% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 272261 (-11)

Holders
2,482
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
261
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93.6M
Puts
$12.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
1876
Intrua Financial
Texas
$389K
SWM
1877
Selective Wealth Management
Virginia
$388K
WC
1878
Whitney & Co
New York
$388K
PCM
1879
Pennsylvania Capital Management
Pennsylvania
$388K
HAP
1880
Harbor Asset Planning
Massachusetts
$386K
NA
1881
Navellier & Associates
Nevada
$383K
HAS
1882
Holland Advisory Services
Florida
$383K
NFP
1883
Narus Financial Partners
Utah
$382K
LWM
1884
Level Wealth Management
North Carolina
$381K
BC
1885
Barnett & Company
Tennessee
$381K
SHWM
1886
Smith & Howard Wealth Management
Georgia
$381K
ICP
1887
Interchange Capital Partners
Pennsylvania
$381K
APA
1888
Astoria Portfolio Advisors
New York
$380K
WRCM
1889
Western Reserve Capital Management
Ohio
$379K
PCA
1890
Peddock Capital Advisors
Massachusetts
$379K
CPSC
1891
Carl P. Sherr & Co
Massachusetts
$379K
SPWG
1892
Syntegra Private Wealth Group
Missouri
$378K
TFA
1893
Teamwork Financial Advisors
Texas
$378K
SDAM
1894
Shulman DeMeo Asset Management
New York
$378K
XPN
1895
XY Planning Network
Montana
$378K
WW
1896
Waterfront Wealth
Kansas
$378K
SFG
1897
Shum Financial Group
California
$377K
CIG
1898
Cairn Investment Group
Washington
$377K
ISFAN
1899
Investor's Fiduciary Advisor Network
Washington
$376K
VIA
1900
Victrix Investment Advisors
Florida
$376K